--- title: "Insights & Networking: The Great Wealth Transfer | NYC Real Estate | 1031 Exchange" description: Join us for an evening of networking, drinks, and discussion with leaders across NYC’s real estate, tax, and investment advisory ecosystem. image: https://blog.wealthstonegroup.com/hubfs/WS-Event-Nov6.jpg --- - Client Portal [![Gold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Gold-Logo-1")](https://www.wealthstonegroup.com/) [![Wealthstone-logo-gold](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Wealthstone-logo-gold")](https://blog.wealthstonegroup.com/) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - 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Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e)[Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) Events # Insights & Networking: The Great Wealth Transfer | NYC Real Estate | 1031 Exchange An invite-only gathering bringing together NYC’s real estate, tax, and investment professionals to discuss the Great Wealth Transfer, market outlooks, new legal changes, and strategic planning for property owners and investors. When: Thursday, November 6th 5:00 PM – 8:00 PM EDT **Where:** Offit Kurman 590 Madison Ave, 6th Floor New York, NY 10022 \*Happy hour food and drinks will be served Overview: Join us for an evening of networking, drinks, and discussion with leaders across NYC’s real estate, tax, and advisory ecosystem. We’ll explore today’s market dynamics, the impact of recent changes in New York’s “drop & swap” law, and strategies for real estate exit planning. With more than $84 trillion in assets expected to transfer in the coming years through the Great Wealth Transfer, the session will also highlight how 1031 exchanges, portfolio design, and estate planning intersect to help families preserve and pass on wealth effectively. Topics of Discussion: - **NYC Market Outlook****:** Key opportunities and risks shaping today’s CRE environment - **The Great Wealth Transfer****:** $84T in assets shifting to today’s generation—implications for real estate owners and families - **1031 Exchange Update****:** Implications of the change in New York’s drop & swap law - **Real Estate Exit Planning****:** Combining 1031 exchanges with portfolio structuring, tax strategies, and estate planning for long-term wealth preservation ### Presenters: [Paulo Aguilar, CFA, CAIA](https://www.wealthstonegroup.com/about) ![Paulo-Headshot](https://blog.wealthstonegroup.com/hs-fs/hubfs/Paulo-Headshot.jpg?width=1042&height=1042&name=Paulo-Headshot.jpg) Paulo Aguilar, CFA, CAIA Partner | Senior Investment Advisor ![Gold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png) [Alex Woodlief](https://b6realestateadvisors.com/team-member/alex-woodlief/) ![AlexW](https://blog.wealthstonegroup.com/hs-fs/hubfs/AlexW.jpg?width=500&height=500&name=AlexW.jpg) Alex Woodlief Senior Director ![Screenshot 2025-09-30 at 8.41.29 AM](https://blog.wealthstonegroup.com/hs-fs/hubfs/Screenshot%202025-09-30%20at%208.41.29%20AM.png?width=386&height=108&name=Screenshot%202025-09-30%20at%208.41.29%20AM.png) [David Feeser, Esq.](https://www.linkedin.com/in/david-feeser-0b0aa0?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app) ![DavidF](https://blog.wealthstonegroup.com/hs-fs/hubfs/DavidF.jpg?width=500&height=500&name=DavidF.jpg) David Feeser, Esq. VP of Business Development ![Screenshot 2025-09-30 at 8.43.05 AM](https://blog.wealthstonegroup.com/hs-fs/hubfs/Screenshot%202025-09-30%20at%208.43.05%20AM.png?width=456&height=174&name=Screenshot%202025-09-30%20at%208.43.05%20AM.png) [Faith Miros, Esq.](https://www.offitkurman.com/faith-miros) ![FaithM](https://blog.wealthstonegroup.com/hs-fs/hubfs/FaithM.jpg?width=500&height=500&name=FaithM.jpg) Faith Miros, Esq. Principal ![Screenshot 2025-09-30 at 8.44.26 AM](https://blog.wealthstonegroup.com/hs-fs/hubfs/Screenshot%202025-09-30%20at%208.44.26%20AM.png?width=702&height=200&name=Screenshot%202025-09-30%20at%208.44.26%20AM.png) *Disclosure: Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. 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